Overview
Assets Under Management: $123 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Frequently Asked Questions
WORTH FINANCIAL GROUP INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #13478), WORTH FINANCIAL GROUP INC. is subject to fiduciary duty under federal law.
WORTH FINANCIAL GROUP INC. is headquartered in DALLAS, TX.
WORTH FINANCIAL GROUP INC. serves 42 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, WORTH FINANCIAL GROUP INC. offers portfolio management for individuals. View all service details ↓
WORTH FINANCIAL GROUP INC. manages $123 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, WORTH FINANCIAL GROUP INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 157
Discretionary Accounts: 157
Regulatory Filings
CRD Number: 13478
Filing ID: 2039007
Last Filing Date: 2026-02-25 13:44:58